VFA
UI icon

Valeo Financial Advisors’s Ubiquiti UI Stock Holding History

Valeo Financial Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$565K Buy
1,058
+5
+0.5% +$3.77K 0.01% 418
2026
Q1 		$832K Buy
1,053
+7
+0.7% +$4.75K 0.02% 299
2025
Q4 		$579K Buy
1,046
+21
+2% +$13.3K 0.01% 424
2025
Q3 		$677K Hold
1,025
– – 0.02% 395
2025
Q2 		$422K Buy
1,025
+25
+3% +$9.1K 0.01% 494
2025
Q1 		$310K Hold
1,000
– – 0.01% 526
2024
Q4 		$332K Hold
1,000
– – 0.01% 511
2024
Q3 		$222K Buy
+1,000
New +$183K 0.01% 624
2023
Q2 		– Sell
-1,005
Closed -$273K – 676
2023
Q1 		$273K Sell
1,005
-55
-5% -$15.2K 0.01% 466
2022
Q4 		$290K Hold
1,060
– – 0.02% 393
2022
Q3 		$311K Hold
1,060
– – 0.02% 334
2022
Q2 		$263K Buy
1,060
+5
+0.5% +$1.33K 0.02% 378
2022
Q1 		$307K Hold
1,055
– – 0.02% 441
2021
Q4 		$324K Buy
1,055
+50
+5% +$15.2K 0.02% 394
2021
Q3 		$300K Buy
1,005
+5
+0.5% +$1.54K 0.02% 400
2021
Q2 		$312K Hold
1,000
– – 0.02% 350
2021
Q1 		$298K Hold
1,000
– – 0.01% 359
2020
Q4 		$279K Hold
1,000
– – 0.01% 349
2020
Q3 		$167K Hold
1,000
– – 0.01% 357
2020
Q2 		$175K Hold
1,000
– – 0.02% 349
2020
Q1 		$157K Hold
1,000
– – 0.02% 333
2019
Q4 		$189K Sell
1,000
-7
-0.7% -$1.13K 0.02% 332
2019
Q3 		$119K Sell
1,007
-10
-1% -$1.21K 0.01% 393
2019
Q2 		$134K Buy
1,017
+2
+0.2% +$290 0.02% 370
2019
Q1 		$152K Hold
1,015
– – 0.02% 331
2018
Q4 		$101K Hold
1,015
– – 0.01% 379
2018
Q3 		$91K Buy
1,015
+1,000
+6,667% +$88.3K 0.01% 418
2018
Q2 		$1K Hold
15
– – ﹤0.01% 1520
2018
Q1 		$1K Hold
15
– – ﹤0.01% 1472
2017
Q4 		$1K Buy
+15
New +$961 ﹤0.01% 1322

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Valeo Financial Advisors's UI Position: Q2 2026 in Review

Valeo Financial Advisors increased its Ubiquiti (UI) stake by 0.47% in Q2 2026, buying an estimated $3.77K and bringing the position to 1,058 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #418.

Valeo Financial Advisors first reported a position in UI in Q4 2017 and has held it in 30 quarters since. The position peaked at $832K in Q1 2026. 38 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Valeo Financial Advisors held 1,058 shares of Ubiquiti worth $565K as of Q2 2026.
  • Valeo Financial Advisors bought 5 Ubiquiti shares in Q2 2026, an estimated $3.77K.
  • Ubiquiti made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #418 holding.
  • Valeo Financial Advisors first reported a position in Ubiquiti in Q4 2017 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Ubiquiti position peaked at $832K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.